Retirement Planning in Lucas County, OH

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List of Firms

Top Retirement Planners in Lucas County, OH

Gould Ruma Financial Advisors
Location 3231 Central Park West #211, Toledo, OH 43617, USA
Phone (419) 841-0060
Masterpiece Financial Services
Location 7590 Kings Pointe Rd, Toledo, OH 43617, USA
Phone (419) 897-2866
Equity Planning Group
Location 4041 W Sylvania Ave # 200, Toledo, OH 43623, USA
Phone (419) 842-3300
Cap Averill II & Associates Inc.
4 out of 5
Location 2600 N Reynolds Rd #104a, Toledo, OH 43615, USA
Phone (419) 535-1094
Retirement Group
Location 407 Washington St STE 2A, Toledo, OH 43604, USA
Phone (419) 593-0044
Premier Planning Group, Toledo
Location 114 S Superior St, Toledo, OH 43604, USA
Phone (419) 725-9520
Northwestern Mutual Toledo
3 out of 5
Location 148 N Summit St, Toledo, OH 43604, USA
Phone (419) 473-2270
Edward Jones - Financial Advisor: Brandon E Rodriguez
Location 3550 Executive Pkwy Suite 6, Toledo, OH 43606, USA
Phone (419) 535-9666
America's Retirement Headquarters
5 out of 5
Location 1700 Woodlands Dr, Maumee, OH 43537, USA
Phone (419) 842-0550
Toledo Financial Group, Inc
Location 480 W Dussel Dr Suite 145, Maumee, OH 43537, USA
Phone (419) 865-1244
Retirement Planning in Lucas County, OH

About Lucas County, OH for Those Planning to Retire

Lucas County, Ohio is located in northwest Ohio and is home to the city of Toledo. Lucas County is bordered by the Maumee River on the east and Lake Erie on the north and west. The county has a population of over 400,000 people and is the most populous county in northwest Ohio. The Toledo Zoo is a major tourist attraction in Lucas County and the largest zoo in Ohio. Other major landmarks in the county include the Glass Bowl Stadium, the Toledo Science Center, and the Huntington Center. Some of the largest employers in Lucas County are Mercy Health Partners, Jeep, Owens Corning, and Dana Corporation. Major highways in the county include I-75, I-280, and US-20. The neighborhoods of Lucas County vary widely in terms of economic status and demographics.

Other Financial Planning Services for Retirement

Banks and Credit Unions

There are a number of banks and credit unions in Lucas County, OH that offer a variety of services to those living in the area. In addition to standard banking services such as checking and savings accounts, many institutions also offer loans, mortgages, and other financial products.Many people choose to bank with or credit union because they feel that they provide better customer service than larger national banks. Additionally, local institutions may be more likely to offer products and services tailored to the specific needs of their customers. For example, a credit union might have a special loan program for small businesses or farmers.

Estate Planning Lawyer

Estate planning is the process of organizing your affairs in advance of death. This includes creating a will and trusts, designating power of attorney, and deciding what will happen to your property and assets after you die. If you don't have an estate plan in place, state law will dictate how your estate is divided up among your heirs - which may not be what you would have wanted. A good estate planning lawyer can help you create an estate plan that meets your specific needs and goals. They can also provide advice on how to minimize taxes and probate costs, and make sure your wishes are carried out after you die. If you live in Lucas County, OH, it's important to work with an estate planning lawyer who knows the local laws and regulations.

Mortgage Loan Officer

If you're a homeowner living in Lucas County, OH, working with a mortgage loan officer can help ensure that you get the best possible mortgage for your home. A loan officer can help you understand all of your options and guide you through the process of obtaining a mortgage, from start to finish. This can save you time and money, and help make the home-buying process easier and less stressful.

Wealth Management

Lucas County, OH residents can benefit in a number of ways by working with a wealth manager in their area. A wealth manager can provide guidance on how to save for retirement, invest money wisely, and protect assets from taxes. In addition, they can help families create estate plans that will ensure their assets are passed down to heirs in the most tax-efficient way possible.

Financial Advisor

There are a number of benefits to working with a financial advisor, especially if you live in Lucas County, OH. A good advisor can help you save money on taxes, invest your money wisely, and plan for retirement. They can also help you manage debt and make wise decisions about your finances. If you're looking for someone to help you get your financial life in order...

Insurance Broker

If you live in Lucas County, OH, working with an insurance broker can be a great way to protect your family and your finances. A good insurance broker will help you find the best policies for your needs, and they'll be there to help you if you ever have to file a claim. Plus, they can often save you money on your premiums.

Tax Services

If you live in Lucas County, Ohio and are looking to save money on your taxes, then you should work with a tax accountant. Tax accountants have the experience and expertise to help you find all of the tax deductions and credits to which you are entitled. This can save you a lot of money, and it is well worth the investment.


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